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AFDVX vs VISVX
AFDVX vs VISVX Comparison
Open Charts AFDVX vs VISVX
Applied Finance Explorer Investor
Price$23.83
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets932.04M
Vanguard Small Cap Value Index I
Price$50.14
Change-$0.13 (-0.26%)
VolumeN/A
Net Assets56.44B
AFDVX vs VISVX Comparison Chart in %
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AFDVX vs. VISVX commentary
Aug 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AFDVX is a StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. AFDVX (932M). VISVX pays higher dividends than AFDVX: VISVX (1.95) vs AFDVX (0.91). AFDVX was incepted earlier than VISVX: AFDVX (10 years) vs VISVX (27 years). AFDVX (1.69) is less costly to investors than VISVX (0.19). AFDVX is a more actively managed with annual turnover of: 37.29 vs. VISVX (16.00). AFDVX has a lower initial minimum investment than VISVX: AFDVX (1000) vs VISVX (3000). VISVX (7.40) and AFDVX (7.22) have marching annual gain over last year. AFDVX return over 5 years is better than : 115.77 vs. VISVX (82.46).
| AFDVX | VISVX | AFDVX / VISVX | |
| Total Expense Ratio | 1.08 | 0.19 | 568% |
| Annual Report Gross Expense Ratio | 1.69 | 0.19 | 889% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 9.563 | 6.032 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 56.4B | 2% |
| Annual Yield % from dividends | 0.91 | 1.95 | 47% |
| Returns for 1 year | 7.22 | 7.40 | 98% |
| Returns for 3 years | 36.48 | 30.16 | 121% |
| Returns for 5 years | 115.77 | 82.46 | 140% |
| Returns for 10 years | 163.55 | 115.95 | 141% |
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